Filed November 29, 2016 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,476 | $40,263-39.2% | $57,347-57.3% | $59,632-59.0% |
| Participation rate | 92.5% | 69.2%+23.3pp | 75.1%+17.4pp | 68.7%+23.8pp |
| Annual return | 0.22% | 27.50%-27.3pp | 24.40%-24.2pp | 2041.32%-2041.1pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,330 | $2,400+80.4% | $3,162+36.9% | $3,192+35.7% |
| Admin fee / account holder | $641 | $2,819-77.3% | $3,356-80.9% | $4,297-85.1% |